Remove Business Planning Remove Financial Advice Remove Startup
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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

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The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn

Yardley Wealth Management

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn Table of Contents The Quest for a Perfect Credit Score: Is It Worth It?

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Transcript: Tom Rampulla

The Big Picture

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. Just go with your business plan.” Providing advice, if you think about driving investor outcomes, we have great low cost product.

Clients 280
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Transcript: Howard Lindzon

The Big Picture

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. LINDZON: This is not financial advice.

Media 284